qihangzhang-272 Investment Banking Pitch Deck
Populate an existing banking template without changing the approved analytical record.
Core Rule
Require a user-supplied template and approved source handoffs. Preserve template intent, verify every displayed number, and create real PowerPoint tables, charts, and shapes rather than text imitations.
How To Apply
- Confirm the template, source files, requested slides, valuation date, units, branding requirements, and final output path.
- Read
references/pitch-deck.mdand all four full migrated support references before editing. - Inventory the template before replacing content; map approved sources to output areas and disclose gaps.
- Use the presentation capability available in the current environment. Use XML only when a standard API cannot make the required change.
- Run the complete rendering, data, and object-type checks before delivery.
Required Output
Template used:
Source handoffs:
Slides populated:
Data gaps:
Calculations verified:
Rendering checks:
Output path:
Do Not Use
- The user wants a presentation from scratch without a template.
- Inputs are unapproved or the requested analysis still needs research or valuation work.
- The requested output is a Tear Sheet, Strip Profile, CIM, Teaser, initiating-coverage report, or IC memo.
References
references/pitch-deck.md— complete migrated template-population workflow.references/formatting-standards.md— full layout and formatting guidance.references/slide-templates.md— full content mapping guidance.references/xml-reference.md— full OOXML patterns and risks.references/calculation-standards.md— full presentation calculation checks.
完成标准
- 完成 Required Output 中全部适用交付物与 Quality checks，数字、口径、单位、来源、时期和叙事相互一致。
- 产物必须可由目标读者直接使用；缺失输入保持可见，不得补造财务数字、交易事实或客户结论。
- 在 Mode 内调用与独立调用执行同一质量门槛，失败项由本 Skill 原地返工。